2023 Form 5500 filing — Retirement Income Security Plan-Barney Trucking

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010215843NAL0010423763001) for Retirement Income Security Plan-Barney Trucking, reported by Barney Trucking, Inc. under EIN 87-0331328 and plan number 001. It reports 1,036 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.2MReported net assets$15,181,687
Participants1K1,036
Provider compensation$106.8K4 Schedule C row(s)$106,820
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010215843NAL0010423763001
Plan sponsor
Barney Trucking, Inc.
EIN
87-0331328
Plan number
001
Location
Salina, UT
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15.2M total assets
Net assets$15.2MLiabilities-$31K
Money in vs. money out
Total income / additions$4.4M
Total expenses$2.1M
Benefits paid / distributions$1.9M
Contributions
Employer$749.7K
Participant$1.4M
Full reported line items
Total assets (EOY)
$15,150,729
Total liabilities (EOY)
-$30,958
Net assets (EOY)
$15,181,687
Employer contributions
$749,691
Participant contributions
$1,379,474
Total income / additions
$4,377,521
Benefits paid
$1,944,903
Administrative expenses
$110,870
Total expenses
$2,063,131
Net increase / (decrease)
$2,314,390
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $52K
  2. 2
    NONE · Direct $27.5K
  3. 3
    NONE · Direct $24.3K
  4. 4
    NONE · Direct $3K · Indirect $0

Related Form 5500 pages